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Create Training Module

Details

Step 1. Add a Name and Description for the Training Module
Step 2. Add Points to reward the trainee with; and for use in leaderboards
Step 3. Give Fundraiser users time to complete this Training Module after which they will be locked out of their forms
Step 4. Set conditions by which the Training Module will be distributed

  • Triggers when added to Campaign - triggers when a fundraiser user is allocated to a team on that campaign
  • Triggers from date user created - triggers x days, weeks or months after a user has been added to Evergiving
  • Triggers from date user created (recurring) - triggers every x days, weeks or months after a user has been added to Evergiving; and repeats every x days, weeks or months
  • Only applies to Office - only applies to users from a particular office
  • Only applies to Role - only applies to users with a particular role

Design

Step 5. Upload an image or 'Show Library' to choose an image from our gaggle of monsters! Choose a colour if you want to colour scheme Training Modules or need to match your brand.

Quiz

Step 6. Add your content to either Info pages, or Quiz pages. You can add as many of each as you like, just click on '+ New'.

Info and Quiz pages can have text, images and video.
Quiz pages also have multiple choice selections, just click '+ Add option' to add the possible answers and enable the tick next to each correct answer.

Formatting

You can format your Training Module Info and Quiz pages really beautifully using a few non-alphabetic characters, like # or *. It's called Markdown and it's very easy to use.

Title Text

Add '# ' before a line and it will be a big title e.g. # Big Title
Add '## ' before a line and it will be a medium title e.g. ## Medium sized title or section
Add '### ' before a line and it will be a smaller title e.g. ### Small title or subsection

Bold and Italic

Add * or _ before and after a line to make it italic e.g. *This text will be italic* _This will also be italic_
Add ** or __ before and after a line to make it bold e.g. **This text will be bold** **This will also be bold**

Bullet Points and Lists

Add '* ' before a line to create a bullet point, and every line to create a list of bullet points
Add '1. ' before a line and every subsequent line to create a numbered list

This is simplified from Github markdown that supports these formatting styles. For more advanced options see https://guides.github.com/features/mastering-markdown/

Preview

Step 7. See how the Module will look on a tablet using the navigation arrows in the Preview section, before hitting 'Add this Training Module' in the top right hand corner of the screen.